What’s In A Name: Chief Efficiency Officer
Kelli Wisner-Frank serves as the linchpin between finance and innovation at Community Choice Credit Union, aligning automation, smarter processes, and cost discipline to turn front-line
Finance
Your hub to learn how credit unions manage assets and liabilities, boost non-interest income, improve efficiencies and productivity, and maximize returns.
Top Finance Articles
6 Lessons For Credit Unions From Craft Breweries
Craft breweries demonstrate how commitment to value, operational agility, and community focus can ignite growth and drive property.
The K-Shaped Recovery And An Economy Divided
Inflation, debt, and income inequality are fueling a K-shaped, post-pandemic recovery, widening the gap between different economic segments and challenging lower-income households.
It’s 2025. Do You Know Where Your Credit Union Is?
October 14, 2019
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Listerhill Credit Union’s Forge Strategy sets the course for the next five years at the Alabama cooperative.
Bethpage FCU Credits
October 9, 2019
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Bethpage Federal Credit Union, New York, had the highest IRA balance as a percentage of total shares – almost $198 million- and the highest number of IRA accounts at 11,145 in the top 50 of CUs over $50 million-in-assets as of Sept. 30, 2001, according to Callahan and Associates data. And because tax time means IRA season at credit unions, Bethpage FCU President/CEO Kirk Kordeleski acknowledged th
More Questions Than Answers On Economy In Fourth Quarter
October 7, 2019
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This insightful monthly market commentary will help you look beyond the headlines to better understand what is driving the current market trends that could impact your credit union’s investment portfolio.
4 Takeaways From The ALM First Financial Forum
October 4, 2019
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The global economy provided a colorful backdrop for credit union financial executives, board members, and leaders planning for the coming year.
Credit Unions Hold A Strong Position For The End Of 2019
October 1, 2019
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Earnings growth extended into the second quarter as cooperatives reported higher net interest income than operating expenses for the second consecutive period.
Credit Union Industry At-A-Glance (2Q19)
September 20, 2019
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Credit union membership grew 3.7% and earnings pushed ROA up 6 basis points year-over-year. What else happened in second quarter?
How A $40B Institution Treats 2.4M Members
September 16, 2019
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By concentrating on member service, State Employees’ Credit Union has forged a path to continued growth.
Credit Card Lending At Cooperatives Is Strong in the Second Quarter of 2019
September 11, 2019
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As credit card lending nationwide continues to rise, consumers are increasingly looking to credit unions as a source of lending.
Assessing The Current Investment Landscape
September 10, 2019
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Join Jason Haley, managing director of ALM First’s Investment Management Group and Sam Taft, assistant vice president, business development at Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on second quarter 2019 performance data for all U.S
Branching Evolves As Membership Grows
September 6, 2019
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New takes on service delivery at U.S. credit unions increase operational efficiencies and attract new members.
It’s 2025. Do You Know Where Your Credit Union Is?
Listerhill Credit Union’s Forge Strategy sets the course for the next five years at the Alabama cooperative.
Bethpage FCU Credits
Bethpage Federal Credit Union, New York, had the highest IRA balance as a percentage of total shares - almost $198 million- and the highest number ...
4 Takeaways From The ALM First Financial Forum
The global economy provided a colorful backdrop for credit union financial executives, board members, and leaders planning for the coming year.
Credit Unions Hold A Strong Position For The End Of 2019
Earnings growth extended into the second quarter as cooperatives reported higher net interest income than operating expenses for the second consecutive period.
Credit Union Industry At-A-Glance (2Q19)
Credit union membership grew 3.7% and earnings pushed ROA up 6 basis points year-over-year. What else happened in second quarter?
How A $40B Institution Treats 2.4M Members
By concentrating on member service, State Employees’ Credit Union has forged a path to continued growth.
Credit Card Lending At Cooperatives Is Strong in the Second Quarter of 2019
As credit card lending nationwide continues to rise, consumers are increasingly looking to credit unions as a source of lending.
Assessing The Current Investment Landscape
Join Jason Haley, managing director of ALM First's Investment Management Group and Sam Taft, assistant vice president, business development at Trust for Credit Unions, for ...
Branching Evolves As Membership Grows
New takes on service delivery at U.S. credit unions increase operational efficiencies and attract new members.
Browse Topics
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets For Fintech
Rebecca Wessler
Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
Callahan & Associates
The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
Andrew Lepczyk
McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
AI Boot Camp Is More Than Basic Training At Clearview FCU
Aaron Passman
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.
More Questions Than Answers On Economy In Fourth Quarter